Fund · 13F archive
The Baupost Group, L.L.C. — 2026 Q1 holdings
Period end
Filed
Portfolio value
$5.12B
Positions
22
We track
3
| # | Company | Class | Value | Shares | % Port. | vs prior |
|---|---|---|---|---|---|---|
| 1 | AMZNAmazon.com, Inc.★ | COM | $649.5M | 3.1M | 12.7% | ADD |
| 2 | Restaurant Brands Intl Inc | COM | $597.2M | 8.1M | 11.7% | HOLD |
| 3 | Wesco Intl Inc | COM | $393.2M | 1.4M | 7.7% | ADD |
| 4 | Union Pac Corp | COM | $373.9M | 1.5M | 7.3% | TRIM |
| 5 | Elevance Health Inc Formerly | COM | $373.3M | 1.3M | 7.3% | ADD |
| 6 | GOOGLAlphabet Inc.★ | CAP STK CL C | $338.8M | 1.2M | 6.6% | ADD |
| 7 | Ferguson Enterprises Inc | COMMON STOCK NEW | $336.5M | 1.4M | 6.6% | ADD |
| 8 | Willis Towers Watson Plc Ltd | SHS | $259.6M | 893K | 5.1% | TRIM |
| 9 | Aon Plc | SHS CL A | $248.2M | 769K | 4.9% | NEW |
| 10 | VVisa Inc.★ | COM CL A | $212.0M | 701K | 4.1% | NEW |
| 11 | Teleflex Incorporated | COM | $190.8M | 1.6M | 3.7% | NEW |
| 12 | Eagle Matls Inc | COM | $169.1M | 893K | 3.3% | TRIM |
| 13 | Genuine Parts Co | COM | $157.6M | 1.5M | 3.1% | ADD |
| 14 | Liberty Global Ltd | COM CL C | $157.2M | 13.4M | 3.1% | TRIM |
| 15 | Herbalife Ltd | COM SHS | $136.3M | 9.3M | 2.7% | HOLD |
| 16 | Gds Hldgs Ltd | SPONSORED ADS | $122.7M | 3.0M | 2.4% | HOLD |
| 17 | Americold Realty Trust Inc | COM | $89.2M | 7.8M | 1.7% | ADD |
| 18 | Molina Healthcare Inc | COM | $84.5M | 634K | 1.7% | ADD |
| 19 | Grupo Aeromexico Sab De Cv | SPONSORED ADS | $68.4M | 4.9M | 1.3% | ADD |
| 20 | Norwegian Cruise Line Hldgs | SHS | $67.9M | 3.6M | 1.3% | NEW |
| 21 | Vaxcyte Inc | COM | $46.5M | 800K | 0.9% | NEW |
| 22 | Dnow Inc | COM | $43.2M | 3.6M | 0.8% | NEW |